See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,294 | $76,312-82.6% | $67,221-80.2% | $158,922-91.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.16% | 22.77%-8.6pp | 20.72%-6.6pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,048 | $4,476-54.2% | $3,723-45.0% | $4,761-57.0% |
| Participant deferral / active EE | $315 | $5,264-94.0% | $4,384-92.8% | $5,982-94.7% |
| Admin fee / account holder | $526 | $8,005-93.4% | $5,844-91.0% | $11,246-95.3% |